Bloom Wealth Advisory

Bloom Wealth Advisory is a boutique financial advisory firm providing holistic advice and wealth management services to our valued clients.

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HOW WE CAN HELP

Secure your retirement with expert Superannuation and SMSF advice. We simplify the process, protect your financial future, and ensure seamless compliance with your accountants.

Superannuation & SMSF Advice

Unleash the potential of your wealth with our tailored strategic Investment advice. Our strategies are designed to align with your goals, risk tolerance, and market trends, guiding you towards a diversified and prosperous portfolio.

Investment Advice

Embrace the golden years with confidence through our comprehensive Retirement Planning services. We’ll craft a roadmap that ensures your income lasts a lifetime, so you can enjoy the lifestyle you’ve always envisioned.

Retirement Planning

Safeguard what matters most with our Personal Insurance advice. From life and disability cover to income protection and trauma cover, we’ll assess your needs and create a protective net that shields you and your loved ones.

Personal Insurance Advice

Take control of your financial landscape with our Debt and Cashflow Management expertise. We’ll analyse your financial inflows and outflows, creating a balanced plan to reduce debt efficiently and manage your cashflow effectively.

Debt & Cashflow Management

Navigate the complexities of government support seamlessly with our Centrelink and Aged Care advice. We’ll guide you through the intricacies of eligibility, maximising your entitlements while optimising your financial position.

Centrelink & Aged Care Advice

Secure your legacy and ensure your wishes are honoured with our General Estate Planning advice. Our meticulous approach will help you establish a clear estate distribution strategy, minimising tax implications and potential disputes.

General Estate Planning Advice

Optimise your financial strategies while staying compliant with our General Tax Planning advice. Our seasoned experts will identify opportunities to minimise your tax burden, allowing you to retain more of your hard-earned wealth for future endeavours.

General Tax Planning Advice

With over 15 years of experience, we have the knowledge and expertise to ensure professional, accurate, high quality service.

OUR FOUNDER

KRISTEN QUIRK

Kristen has over 15 years’ experience in wealth advisory and is dedicated in building trusted, long term relationships, helping clients articulate their goals and objectives, meeting regularly to review personalised strategies to ensure they remain on track to achieving financial freedom.

TESTIMONIALS

“I have been working with Kristen Quirk from Bloom Wealth Advisory for many years and I can honestly say she’s a gem. From helping me when I ran my own business, to transitioning the shut down of that business and managing my personal finances, Kristen’s advice and support has been invaluable. We’ve laughed (and cried!), and talked about the best options for me, with Kristen always offering alternatives mindful of my investment profile and type, however, she’s happy to have an opinion. It’s that certainty and confidence, backed by knowledge, genuine care and enthusiasm, that has been key for me. I can’t recommend her highly enough. What a gal!”

Kathy Lane

PR Specialist